by Dan Russo, CMT | Mar 23, 2023 | Dan, Investment Management, Manish
This year (2023) will mark the 15-year anniversary of the global financial crisis, which also ushered in the worst economic downturn in the U.S. since the Great Depression and one of the worst bear stock markets in recent history. Those who lived through that...
by Manish Khatta | Mar 10, 2023 | Christopher, Manish, Podcasts
It’s only been two weeks since our last Industry Gossip, but too much has happened since then, we couldn’t help...
by Manish Khatta | Mar 2, 2023 | Advisors, Investment Management, Manish
I’m Manish Khatta, the CEO of Potomac Fund Management. One of my favorite quotes is “When you stop growing you start dying.” The term growth isn’t only about AUM, but also about initiatives across your company. It’s about getting better each day. I’m proud of our team...
by Manish Khatta | Feb 24, 2023 | Christopher, Manish, Podcasts
Schwab to tackle tech hiccups, Toews establishes National Investment Risk Management Day, Sarah Levy Makes second unpopular decision, and...
by Dan Russo, CMT | Feb 23, 2023 | Advisors, Investment Management, Manish, Research
Professional portfolio managers and financial advisors use a variety of analytical tools. Many of these tools are also available to individuals seeking to save for retirement, college education, and other common investment goals. Advanced technology provides a wealth...
by Manish Khatta | Jan 10, 2023 | Advisors, Investment Management, Jeff, Manish, Podcasts
After increasing demand from Financial Advisors, we’re launching our newest product offering, OCIO by...
